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Benchmarking United Audit Systems,Inc. Savings & Investment Plan in Cincinnati, OH against all plans

 

United Audit Systems,Inc. Savings & Investment Plan in Cincinnati, OH has the 4th-highest diversity of asset types (23.0%) among the 60 plans within 50 miles whose economic sector is Professional, Scientific, and Technical Services. That 23.0% compares to an average of 10.6% across those 60 plans.

United Audit Systems,Inc. Savings & Investment Plan has these standings among those 60 peer plans related to asset types (values of zero are not shown):

  • diversity of asset types = 23.0% (4th-highest)

  • receivables - employer contributions = $134,035 (16th-most)

  • receivables - participant contributions = $48 (17th-most)

  • value of interest in common/collective trusts = $17,580,265 (2nd-highest)

  • value of interest in pooled separate accounts = $698,141 (6th-highest)

  • value of interest in registered investment companies (e.g., mutual funds) = $6.80M (8th-lowest)

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Peers

beat out by Vonlehman & Co., Inc. Employee's Savings Plan in Fort Wright, KY (35.7%), LJB Inc. Savings Plan in Miamisburg, OH (32.6%), and Barnes, Dennig & Co., Ltd. Profit Sharing Plan in Cincinnati, OH (26.6%).

beat Valicor Environmental Services, LLC 401(K) Plan in Monroe, OH (22.8%), Kaleidoscope Animations, Inc. 401(K) Retirement Plan in Cincinnati, OH (22.3%), Arctos, LLC 401(K) Plan in Dayton, OH (21.7%), and Brixey & Meyer, Inc. 401(K) Profit Sharing Plan in Miamisburg, OH (19.6%), and 52 others, ending with Gensuite LLC 401(K) and Profit Sharing Plan in Mason, OH (1.0%).

References

  1. diversity of asset types. Higher values are better. The diversity of asset types is calculated by taking the mathematical entropy of the 24 dollar values for the 24 asset types, after excluding negative asset values, then dividing by 4.584962 (which is the maximum possible entropy of 24 numeric quantities), and multiplying by 100 to obtain a percentage whose potential range is 0% to 100%. Mathematical entropy is a way to measure the balance among a group of numeric values; maximum entropy is when all the values are equal and nonzero. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
  2. whose economic sector is. The economic sector is the first two digits from the six-digit NAICS business code, Line 2d in Form 5500, which best describes the nature of the plan sponsor’s business, from the available list. If more than one employer or employee organization is involved, filers are asked to enter the business code for the main business activity of the employer and/or employee organizations. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
  3. within 50 miles.

    • The Latitude and Longitude data used by this application were obtained from the Google Map's geolocation API service.
    • In rare cases, the geolocation isn't found, typically because a street address is missing or incorrect, a zipcode isn't correct or omits a leading zero, or other detail. In such rare cases, the Google Maps service was used manually to identify the correct or likely office latitude and longtidue, with a preference to physical addresses rather than mailing addresses such as a post office box.

    Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.